Dave Ramsey Smartvestor San Jose, CA | The Retirement Planning Group

Dave Ramsey Smartvestor San Jose, CA

We are an independent advisory firm dedicated to providing unbiased, client-centered advice.

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Start by working with a trusted Dave Ramsey Smartvestor Pro Advisors servicing San Jose

Our team of investment advisors servicing San Jose, CA have the knowledge and experience to help you set and meet your long-term financial goals. Investing can be confusing, but our Smartvestor Pros have the knowledge and experience to help you make the best decisions. Because they help a wide variety of clients in varying financial circumstances and at different stages of their lives, our Smartvestor Pros can offer guidance in many financial areas including retirement planning, risk management, tax planning, asset allocation, estate planning, and more.

Our Dave Ramsey Smartvestor Pro Advisors are educated investment professionals who will oversee your portfolio and help you make the best decisions in an unpredictable financial marketplace. We provide investment management services near San Jose, and we have been providing investment advice for clients throughout Anaheim, Bakersfield, Central Contra Costa, East San Gabriel Valley, Fresno, Huntington Beach, Irvine, Long Beach, Los Angeles, North Coast, Oakland, Redding, Riverside, Sacramento, San Diego, San Franciso, San Jose, Santa Ana, Southwest San Gabriel Valley, Upper San Gabriel Valley for over fifteen years. Our job is to help you grow your portfolio and create the wealth and security you need to enjoy your retirement years.

Dave Ramsey Smartvestor Pro Advisorsservicing San Jose specialize in:

  • Asset allocation
  • Risk management
  • Tax planning
  • Retirement planning
  • Estate planning

We are your long-term partner, helping you through every stage of your finances. We’ll help you maximize your money through smart investments so you can have the financial security you desire. Let us create a plan that is custom-designed for you, help you execute that plan with confidence, and provide you with the peace of mind that comes from knowing you’re on your way to a comfortable and secure retirement.

You can speak with an Smartvestor Advisor today by calling 888-988-6621 to get connected with an expert servicing San Jose.
5-Star Paladin Registry Financial Advisor

We’ve partnered with Dave Ramsey Inc. helping San Jose with Dave Ramsey Smartvestor Pro Advisors

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The Retirement Planning Group is an Dave Ramsey Smartvestor Pro Advisors firm that has been screened and vetted by Dave Ramsey, Inc, to become a SmartVestor Pro advisory partner. We can service clients in San Jose with Dave Ramsey Smartvestor Pro Advisors, with no account minimums, and specialization in Life Stage Planning – planning that meets you where you are and helps you grab your future!

Our Values. Your Benefits.

  • We are an independent advisory firm equipped to provide unbiased, client-centered Dave Ramsey Smartvestor Pro Advisors servicing San Jose, CA. This means you will have the amount of time and attention necessary to achieve your financial goals. Throughout the Dave Ramsey Smartvestor Pro Advisors process, you will remain confident in the strategy your financial advisor sets forth. We will work closely with you as a team to ensure you are achieving your goals.
  • We are fiduciary Smartvestor Pros for you. Since we are a Registered Investment Advisory firm (R.I.A.) there are no hidden Dave Ramsey Smartvestor Pro Advisors fees. Furthermore, our advisors receive no back-door payments.
  • We have low fees. Our average internal portfolio cost is .19% while the national average is .71%*

*Morningstar: Mutual Fund Expense Ratio Trends, June 2014.

Our Dave Ramsey Smartvestor Pro Advisors services include not only a comprehensive financial plan but also a focus on building wealth through investments. Our low-cost investment strategies can help San Jose clients build a comfortable net-worth over time. We also take care to ensure that any fortune you do build is protected with the right strategies.

In San Jose, CA today, too many people build investment strategies based off of emotion and the ups and downs of the market roller coaster. Instead, we base our investment strategies on reason, prudence, and intention. We believe in due diligence when it comes to investments. We do not give investment advice based on the panic of the markets and media. We instead give Dave Ramsey Smartvestor Pro Advisors based on history and smart choices, rebalancing if necessary.

San Jose Smartvestor Pros from The Retirement Planning Group can help you reach the end goal of a comfortable and profitable retirement.